YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS
"How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge
"Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate
"How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting
About the Book:
During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors.
Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will:
Refine your advising style to appeal to women
Be sensitive to the realities of affluent women’s lives
Meet the unique needs of women in a variety of life transitions
Connect with women both as individuals and as part of couples
Build trust, actively listen, and foster financial confidence
Help women prepare their children to receive wealth
Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way.
How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.
Kathleen Burns Kingsbury is the founder of KBK Wealth Connection and a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Keywords: BOOK, GUIDE, HOW TO, HOW TO GIVE FINANCIAL ADVICE, HOW TO GIVE FINANCIAL ADVICE TO WOMEN, SALES STRATEGY, SELLING STRATEGY, SALES STRATEGIES, SELL, SELLING STRATEGIES, SELLING STRATEGY, SELLING, METRICS, PROSPECT, CUSTOMER, CLIENT, PRESENT, OBJECTIVE, GOAL, PROCESS, FIELD, TACTICS, NEGOTIATION, NEGOTIATE, CLOSE, CLOSING, CLOSING THE SALE, DEAL, DECIDE, DECISION, TRUST, SKEPTICAL, SKEPTICISM, AUTHENTIC, AUTHENTICITY, RELATIONSHIP, TRUST, REFERRAL, CONSULTATIVE, COMPLEX, SALES GOALS, REFER, REFERRAL, RELATIONSHIP SELLING, LEAD, LEADS, PRICE DIFFERENTIATION, CRM, COMPLEX SALE, OBJECTION, SALES CYCLE, PROSPECTIVE, CUSTOMER, CLIENT, BUYER, BUYING CYCLE, BOSWORTH, TARGET, TARGETING, STORY, TRAIN, TRAINING, AUDIENCE, REJECTION, REJECT, FIELD, RESIST, RESISTANCE, PRESENTATION, SCHIFFMAN, MAJOR ACCOUNT SALES STRATEGY, SPIN SELLING, SPIN SELLING FIELDBOOK, ENDLESS REFERRALS, SELLING TO THE C SUITE, SOLUTION SELLING, SPIN SELLING, CUSTOMER CENTRIC SELLING, CUSTOMER CENTRIC, STORY, SALES STORY, STORY SELLING, HOPE IS NOT A STRATEGY, SECRETS OF VITO, LEAD GENERATIONS FOR THE COMPLEX SALE, THE NEW SOLUTION SELLING, EMARKETING STRATEGIES FOR THE COMPLEX SALE, POWER MESSAGING SALES SOLUTION, ACCELERATE THE SALE, 25 TOUGHEST SALES OBJECTIONS, TARGET OPPORTUNITY SELLING, RACKHAM, BOSWORTH, SELLING TO THE C SUITE, STORY SELLING, WHAT GOT YOU HERE WON'T GET YOU THERE, CRACKING THE SALES MANAGEMENT CODE, THE POWER OF POSITIVE SELLING, MAKE THE SALE HAPPEN BEFORE LUNCH, MAKE IT HAPPEN BEFORE LUNCH, FINANCE, FINANCIAL ADVICE, CFA, FINANCIAL ADVISOR